Inkontileka eyinhloko yei-lithiumikusasa le-carbonate, elaziwa ngokuthi "i-petroleum emhlophe," lehle ngaphansi kwama-yuan angu-100,000 ngethani, lehla eliphansi elisha kusukela lifakwe ohlwini.Ngomhla zizi-4 kuZibandlela, zonke izinkontileka zesikhathi esizayo ze-lithium carbonate zehla umkhawulo wazo, kanti inkontileka enkulu i-LC2401 yehle ngo-6.95% ukuze ivalwe ku-96,350 yuan ngethani, iqhubeka nokusungula amanani aphansi amasha selokhu yafakwa ohlwini.
I-Lithium carbonate, njengenye yosawoti oyinhloko we-lithium, isebenza njengento esemqoka yamabhethri e-lithium, asetshenziswa ngokuyinhloko kumabhethri kagesi, ukugcinwa kwamandla, kanye nomkhakha we-3C, yingakho i-moniker yayo “ye-petroleum emhlophe.”
Imakethe yekusasa yabona umqansa omangalisayo ngoNovemba odlule lapho i-lithium carbonate yezinga lebhethri ikhuphukela cishe kuma-yuan angu-600,000 ngethani.Kungakapheli unyaka, yehle yafinyelela kumayuan ayi-120,000 ngethani, okuphawula ukwehla okumangazayo okungu-80%.Kusukela mhla zizi-4 kuZibandlela, inkontileka eyinhloko i-LC2401 yekusasa le-lithium carbonate yehle yaba ngaphansi kwamayuan ayi-100,000 ngethani, yafinyelela emazingeni aphansi amasha kusukela yasungulwa.
Ingabe i-lithium carbonate ishayeke phansi ngokwezintengo?
Ezinye izikhungo ziphakamisa ukuthi ukunikezwa komhlaba wonke ngonyaka ozayo kanye nesidingo se-lithium carbonate kungase kudlule cishe amathani angu-200,000, okungenzeka kubangele ikusasa le-lithium carbonate lehle ngaphansi kwe-100,000 yuan mark, mhlawumbe lize lifinyelele ku-80,000 yuan ngethani ngaphambi kokukhombisa izimpawu zokululama.
Ngokusho kokuhlaziywa okuvela kwaZhengxin Futures, ngonyaka ozayo kulindeleke ukuthi kube nokwanda okukhulu kwezimayini ze-lithium kanye nokukhiqizwa kwechibi likasawoti, ngamaphrojekthi ambalwa we-lithium, okuhlanganisa lawo ase-Argentina naseZimbabwe, anomthelela omkhulu emakethe.Inzuzo eqinile evela ezimayini nasemachibini anosawoti, ikakhulukazi lawo anezindleko eziphansi, inikeza umfutho owanele wokwanda.Ukwenyuka okusheshayo kwezinsiza ze-lithium kungase kubangele ukutholakala ngokweqile kwe-lithium carbonate eminyakeni elandelayo, kufake ingcindezi ende emananini ayo.
Ngesikhathi esifanayo, isidingo sesikhathi esifushane sibonakala sifiphele.Isigaba esiphakathiukukhiqizwa kwebhethri ye-lithiumingena isizini enensa, ngeabakhiqizi bebhethriukubamba uhlu lwempahla oluphakeme ngokuqhathaniswa.NgoNovemba noDisemba bafakaza ukukhiqizwa okuthobile phakathi kwabakhiqizi abakhulu bebhethri kanye ne-cathode.Isitoreji samandla, futhi, ibhekene nesizini yokuntula, ifakaza ukuncintisana kwamanani amakhulu phakathi kwabakhiqizi bebhethri abaphansi.Uma sibheka esikhathini esimaphakathi nesesikhathi eside, nezinga lokungena embonini yezimoto ezintsha zamandla lidlula ama-30%, ukudonswa okukhulayo kwesidingo se-lithium carbonate kubonakala kuncipha.Ngenxa yokuthengwa kwezimoto ezintsha ezikhiqiza amandla kulo nyaka, ukugcinwa kwezinga lokukhula okufanayo ngonyaka ozayo kuletha izinselelo ezinkulu.
Phakathi nokwehla okukhulu kwezintengo ze-lithium carbonate, izindleko zamabhethri anamandla zisezokwehla ngokuphawulekayo, okudale indawo enkulu yokwehliswa kwentengo ezimotweni ezintsha zamandla.
Abakhiqizi abaningi bebhethri kancane kancane baguqukela ekucwaningeni nasekuthuthukiseni imikhiqizo yephakethe yebhethri esebenza kahle ngenkathi bethuthukisa ikhwalithi yomkhiqizo.Abakhiqizi abaningi bebhethri abakhulu njenge-BYD, EVE, SUMWODA, phakathi kwabanye, basebenzisa isisetshenziswa sokushisela se-Styler's Battery Pack.Zizwe ukhululekile ukuvakashela iwebhusayithi yethu esemthethweni ukuze ufunde kabanzi mayelana nemininingwane yokushisela iphakethe lebhethri.
Isikhathi sokuthumela: Dec-08-2023
